Helping Your Clients Preserve And Grow Their Wealth Has Never Been So Easy
As estate planning practitioners, and solicitors a lot of the work we do centers around protecting, preserving and passing the wealth that we and our clients have built up to ensure it passes down through the generations, to loved ones, or to charities. Writing a Will is a great step to but will only go […]
Court Rules Legacy To Jersey Trust Exempt From UK IHT
The Supreme Court has ruled that a charitable gift left to a Jersey charitable trust was found to be exempt from UK inheritance tax (IHT). In Routier and Anor v HMRC [2019] UKSC43 the Court found that a legacy bequeathed by a jersey resident to a local charity is exempt from a £600,000 UK IHT charge. The testator, Beryl Coulter, […]
Predictions Of Legacies In Wills And In-Memory Giving In 2045
A new report which investigates the future of legacy and in-memory giving sector reveals charitable bequeaths and in-memory giving will double in 25 years. In advance of the launch of its report ‘Giving Tomorrow: Legacy and In-Memory 2045’ at the Institute of Fundraising‘s Legacy Fundraising conference in London today, Legacy Foresight, the leading analysts of […]